Getting Clients to Implement: The Benefits of Money Coaching

When:  Feb 7, 2023 from 15:00 to 16:00 (ET)
Please join the FPA Latino Knowledge Circle on Tuesday, February 7th at 3 pm ET for a panel discussion.

Curious about what money coaching is and how it can help your clients? Coaching skills help financial professionals manage their client relationship more effectively. Join us to learn how it benefits clients, the benefits of one-to-one and group coaching, and how it can best serve Latinos. We’ll be hearing from:

  • Saundra Davis, Executive Director, Sage Financial Services
  • Lea Landaverde, Money Coach, The Riqueza Collective
  • Diana Yáñez, Financial Empowerment Coach, All the Colors
  • With Phuong Luong, Financial Planner, as moderator

Saundra Davis, MSFP, FFC®, FBS® is a US Navy veteran, financial coach, speaker, educator, and consultant who is nationally recognized as an expert in the financial coaching field and for her work with community-based organizations that focus on asset building for the working poor. She developed and facilitates the Financial Fitness Coach certification program to promote the highest standard for professional services for all people, irrespective of wealth and income. Her experience in the U.S. Navy and her twenty years serving community-based organizations led her to the reality that the best way to help people find a path out of poverty is to help them become their OWN financial expert.

Ms. Davis is the founder and Executive Director of Sage Financial Solutions, a San Francisco Bay Area based organization that develops comprehensive financial capability programs for low- and moderate-income communities throughout the United States. She is a Financial Behavior Specialist FBS® and her philosophy of the financial continuum of care continues to shape the financial capability and coaching efforts around the country. Saundra has been an active proponent of building a more inclusive financial planning community and has served on the Financial Planning Association local and national pro bono and diversity committees.

Saundra holds a B.S. in Management and an M.S. in Financial Planning from Golden Gate University where she is currently a Distinguished Adjunct Professor in the Personal Financial Planning program.

As a financial educator and empowerment coach at All the Colors, my love of numbers and desire to see others flourish dance to the same beat. While my technical skills will help clients quickly navigate financial questions, it’s my ability to empower them that transforms their relationship with money. 

I earned a BA in Economics and International Studies and and MA in Demographics and Social Analysis at the University of California, Irvine. Before finding my calling as a financial planner and coach I worked in social services, population projections, and business analysis at a manufacturing company. In financial planning I've found the perfect fit between complex analysis and meaningful contributions to other’s lives.

Phuong Luong, CFP (she/her) is an educator and financial planner. Phuong specializes in financial planning and sustainable investing for individuals and families across income and wealth spectrums. Phuong is a member of the CFP Board’s Center for Financial Planning’s Diversity Advisory Group to build pathways to attract and retain financial planners from diverse backgrounds into the profession, and recently served as Chair of the CFP Board’s Council on Education, where she advised on the development of education and certification standards for CFP professionals. Phuong is also a Facilitator for the Boston University Financial Planning Program and a contributor to Morningstar, where she writes about financial planning and sustainable investing for an advisor audience.

Lea Landaverde is The Latina Wealth Activist, a First-Gen, Queer Finance Creator. She is the founder of The Riqueza Collective est. in 2020, a holistic financial services company offering wealth coaching and financial education for the next generation of wealth builders. Lea is also the host of Mi Riqueza Podcast, a podcast redefining the way we view wealth. Lea has 7+ years of experience in the financial industry from wealth management and investment banking to financial literacy education. 

She earned her Masters in Finance with a Graduate Certificate in Information Systems at the University of Utah in 2020 and earned her Bachelors in Finance from Utah Tech University in 2016. Her mission is to provide transparency to the financial system and provide the tools to marginalized communities to build wealth. Lea is an advocate for Immigrants, BIPOC and LGBTQ+ rights and mental health awareness.






Comments

I do not see the registration link.